TPA in house

Software. Marketing. Training. Running your business.
#1
Posts:
212
Joined:
2-Mar-2015 6:13pm
Location:
CALIFORNIA (CA)
I am looking for a in house TPA for my clients who want to have a 401k plan. Does anyone have any suggestions or recommendations.
 

#2
ATSMAN  
Posts:
2094
Joined:
31-May-2014 8:34pm
Location:
MA
I used to work in that line of business 20 years back, doing 5500 forms. My suggestion is to check nipa.org and they have a search and member directory to view TPAs in your area.
 

#3
Posts:
212
Joined:
2-Mar-2015 6:13pm
Location:
CALIFORNIA (CA)
How do i find someone that would be willing to partner and work with us. Any suggestion's or recommendations.
Also the NIPA.org directory is only accessible by members.
 

#4
ATSMAN  
Posts:
2094
Joined:
31-May-2014 8:34pm
Location:
MA
In one of my prior jobs I used to deal with Hicks Pension 3459 W. Shaw Avenue,Fresno, CA 93711,Office Phone (559) 241-7390
FAX (559) 241-7395. I think they have offices in most larger CA cities.

You could call NIPA and request an introduction or referral.
 

#5
Posts:
6101
Joined:
22-Apr-2014 3:06pm
Location:
WA State
I work with a local guy named Rick Anderson. His company is called Sound Benefits Consulting.
https://www.soundbenefitsconsulting.com/
Tell him Captain Cook sent you. He'll take care of you.
~Captcook
 

#6
ATSMAN  
Posts:
2094
Joined:
31-May-2014 8:34pm
Location:
MA
Another Organization to contact may be:

https://www.asppa.org/
 


Return to Business Operations and Development



Who is online

Users browsing this forum: missingdonut and 29 guests